- Citizens (Mashantucket, CT)
- … wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses are ... (PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their...life events, financial triggers, and other insights. Provide exceptional, high -tough client experiences. Engage Wealth Advisors and… more
- M&T Bank (West Hartford, CT)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Bank of America (Guilford, CT)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Broadridge Financial Solutions (Hartford, CT)
- …is an advertising solution for financial services companies to target advertising to High Net Worth Investors and Financial Professionals.The RoleThe ... clients include some of the largest asset managers and wealth managers in the US markets, as well as...agencies and direct clients to sell advertising targeting both high net worth individual investors… more
- Citizens (Branford, CT)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more
- HUB International (Fairfield, CT)
- …clients and potential clients as well as serve as a key relationship manager for High Net Worth clients. The selected incumbent will maintain excellent ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750… more
- City National Bank (Hartford, CT)
- …mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship ... What you will do * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can result… more
